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Leads: every conversation, captured

For admissions staff · Updated September 30, 2026

Where inquiries land, how AI advisor conversations are recorded, and how to transfer a lead to a student record.

WatchEvery conversation, captured · 45 secYouTube

Leads is where future students first appear. Every inquiry your school receives lands here automatically — nothing is typed in twice.

What a lead contains

When someone chats with the Atticus advisor on your website — at lunch or at midnight — the full conversation is captured: name, program interest, phone, and the complete transcript. Open any lead to read it.

Lead status

Each lead carries a status from New to Enrolled, so you always know who is waiting on you and who went quiet.

Transfer a lead to a student

  1. Open the lead.
  2. Confirm the name, contact details, and program.
  3. Click Transfer. Atticus creates the student record, opens the file, and builds the registration checklist — nothing retyped.

See Leads in the demo school

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